Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 11-01-2021 , and ending 10-31-2022
Name of foundation
S RUBENSTEIN FAMILY FOUNDATIONINC
 
Number and street (or P.O. box number if mail is not delivered to street address)36 MACKENZIE LANE NORTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DENVILLE, NJ07834
A Employer identification number

22-3279029
B Telephone number (see instructions)

(973) 808-9500
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,782,051J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 21,637 21,637 21,637
4 Dividends and interest from securities... 103,568 103,568 103,568
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -34,917
b Gross sales price for all assets on line 6a 460,224
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 90,288 125,205 125,205
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 26,479 13,240 0 2,648
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,701 99 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,180 13,339 0 2,648
25 Contributions, gifts, grants paid....... 208,246 208,246
26 Total expenses and disbursements. Add lines 24 and 25 237,426 13,339 0 210,894
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -147,138
b Net investment income (if negative, enter -0-) 111,866
c Adjusted net income (if negative, enter -0-)... 125,205
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 407,866 112,588 112,588
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,129,035 Click to see attachment991,537 1,092,646
c Investments—corporate bonds (attach schedule)....... 694,776 Click to see attachment675,384 593,380
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 834,873 Click to see attachment1,139,903 983,437
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,066,550 2,919,412 2,782,051
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,066,550 2,919,412
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,066,550 2,919,412
30 Total liabilities and net assets/fund balances (see instructions). 3,066,550 2,919,412
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,066,550
2
Enter amount from Part I, line 27a .....................
2
-147,138
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,919,412
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,919,412
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICALLY TRADED SECURITIES-STIFEL P   2022-10-31
b PUBLICALLY TRADED SECURITIES-STIFEL P   2022-10-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 44,563   51,930 -7,367
b 403,347   443,211 -39,864
c 12,314     12,314
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -7,367
b       -39,864
c       12,314
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -34,917
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -7,367
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,555
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,555
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,240
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,240
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 685
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet685 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVID MILLER Telephone no.bullet (973) 808-9500

    Located atbullet36 MACKENZIE LANE NORTHDENVILLENJ ZIP+4bullet07834
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CARRIE BRODY TRUSTEE
    1.00     		0 0 0
    13 FOX RUN
    COLUMBIN,CT06237
    DAVID F MILLER PRESIDENT
    3.00     		0 0 0
    36 MACKENZIE LANE NORTH
    DENVILLE,NJ07834
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,791,823
    b
    Average of monthly cash balances.......................
    1b
    280,629
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,072,452
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,072,452
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    46,087
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,026,365
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    151,318
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    151,318
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,555
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,555
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    149,763
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    149,763
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    149,763
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 149,763
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 91,895
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 210,894
    a Applied to 2020, but not more than line 2a 91,895
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 118,999
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		30,764
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALMA ERICKSON
    122 OAK TREE PLACE
    LEONIA,NJ07605     		NONE I SCHOLARSHIP 3,000
    ALZHEIMERS ASSOC GREATER NJ CHAP
    PO BOX 96011
    WASHINGTON,DC20090     		NONE NC DONATION 3,000
    AMERICAN CANCER SOCIETY
    PO BOX 76603
    ATLANTA,GA30358     		NONE PC MEDICAL RESEARCH 4,000
    AMERICAN DIABETES ASSOCIATION
    PO BOX 1834
    MERRIFIELD,VA22116     		NONE PC MEDICAL RESEARCH 3,000
    AMERICAN HEART ASSOCIATION
    1 UNION STREET SUITE 301
    ROBBINSVILLE,NJ08691     		NONE PC MEDICAL RESEARCH 3,900
    AMERICAN KIDNEY FUND
    PO BOX 11038
    LEWISTION,ME04243     		NONE PC MEDICAL RESEARCH 3,450
    ASHLEY MILLER
    46 OAKWOOD VILLAGE APT 5
    FLANDERS,NJ07836     		NONE I SCHOLARSHIP 3,000
    ASPCA
    GIFT PROCESSING CENTER PO BOX 9692
    WASHINGTON,DC20077     		NONE PC HUMANE ANIMAL CARE 1,000
    AUTISM -NJ
    500 HORIZON DRIVE STE 530
    ROBBINSVILLE,NJ08691     		NONE PC MEDICAL RESEARCH 500
    BERGEN COUNTY HORSE RESCUE
    350 RAMAPO VALLEY ROAD
    MAHWAH,NJ07430     		NONE PC ANIMAL RESCUE 1,000
    CARE
    PO BOX 1870
    MERRIFIELD,VA22116     		NONE PC SUPPORT EDUCATION, HEALTH AND SURVIVAL NEEDS OF NEEDY WORLDWIDE 2,000
    CHRISTOPHER DEANGELIS
    40 MANOR LANE
    MORRIS PLAINS,NJ07950     		NONE I SCHOLARSHIP 3,000
    DIABETES FOUNDATION INC
    411 HACKENSACK AVE
    HACKENSACK,NJ07601     		NONE PC MEDICAL SUPPORT 2,500
    DOCTORS WITHOUT BORDERS
    PO BOX 5022
    HAGERSTOWN,MD21741     		NONE PC HEALTH CARE FOR NEEDY 1,000
    DYLAN HOWELL
    86 GLENDALE ROAD
    LIVINGSTON,NJ07039     		NONE I SCHOLARSHIP 3,000
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC20077     		NONE PC FIGHT WORLD HUNGER 1,700
    FOUNDATION FOR MORRISTTOWN MEDICAL
    PO BOX 3558
    NEWARK,NJ07093     		NONE SO I HEALTH CARE 2,000
    GERALYN WHITNEY
    110 PINE STREET
    HACKETTSOWN,NJ07840     		NONE I SCHOLARSHIP 3,000
    GRACE KING
    7 ELIZABETH ROAD
    DANBURY,CT06811     		NONE I SCHOLARSHIP 3,000
    HABITAT FOR HUMANITY
    PO BOX 1729
    AMERICUS,GA31709     		NONE PC HOUSING FOR THE NEEDY 1,700
    HAILEY BUDNEY
    355 LAKE SHORE DRIVE
    LAKE HIAWATHA,NJ07034     		NONE I SCHOLARSHIP 3,000
    JENNIFER AMADA
    41 COREY ROAD
    FLANDERS,NJ07836     		NONE I SCHOLARSHIP 3,000
    JENNY LAGENDZ
    613 FOURTH STREET 501
    HOBOKEN,NJ07030     		NONE I SCHOLARSHIP 3,000
    JEWISH COMM FND OF GREATER METRO WEST
    901 RT 10 PO BOX 929
    WHIPPANY,NJ07981     		NONE PC UNDERPRIVILEDGED SUPPORT 4,500
    JULIAN TRACY
    1601 W PINE TREE WAY
    WALL TOWNSHIP,NJ07719     		NONE I SCHOLARSHIP 3,000
    LITERACY VOLUNTEERS OF MORRIS COUNTY
    310 PASSAIC AVE SUITE 310
    FAIRFIELD,NJ07004     		NONE PC EDUCATION 500
    MARK DEANGELIS
    40 MANOR LANE
    MORRIS PLAINS,NJ07960     		NONE I SCHOLARSHIP 1,746
    MEMORIAL SLOAN KETTERING CANCER CENTER
    PO BOX 71051
    PHILADELPHIA,PA19176     		NONE PC MEDICAL RESEARCH 750
    MEREDITH WOLSTEN
    170 EAST MAIN STREET
    ROCKAWAY,NJ07960     		NONE I SCHOLARSHIP 6,000
    METROPOLITAN YMCA OF THE ORANGES
    139 EAST MCIELLAN AVE
    LIVINGSTON,NJ07039     		NONE PC COMMUNITY HEALTH AND EDUCATION 15,000
    MSAA
    PO BOX 96219
    WASHINGTON,DC20090     		NONE PC MEDICAL RESEARCH 800
    NATIONAL FDN FOR CANCER RESEARCH
    5515 SECURITY LANE SUITE 1105
    ROCKVILLE,MD20852     		NONE EOF MEDICAL RESEARCH 2,200
    NATIONAL MS SOCIETY
    706 HADDONFIELD ROAD
    CHERRY HILL,NJ08002     		NONE PC MEDICAL RESEARCH 2,000
    OAK GROVE MONTESSORI SCHOOL
    132 PLEASANT VALLEY ROAD
    MANSFIELD,CT06250     		NONE PC EDUCATION 32,000
    PARKINSONS FOUNDATION
    PO BOX 6003
    ALBERT LEA,MN56007     		NONE EOF MEDICAL RESEARCH 3,000
    PUSH TO WALK
    100 BAUER DRIVE
    OAKLAND,NJ07436     		NONE PC PHYSICAL THERAPY FOR HANDICAPPED PEOPLE 47,000
    SAMANTHA WHITNEY
    110 PINE STREET
    HACKETTSTOWN,NJ07840     		NONE I SCHOLARSHIP 6,000
    SARAH BUDNEY
    355 LAKE SHORE DRIVE
    LAKE HIAWATHA,NJ07034     		NONE I SCHOLARSHIP 3,000
    ST JUDES CHILDREN RESEARCH HOSPITAL
    220 E 42ND STREET STE 435
    NEW YORK,NY10017     		NONE PC RESEARCH 2,500
    SUDC FOUNDATION
    101 EISENHOWSER PARKWAY SUITE 300
    ROSELAND,NJ07068     		NONE EOF CHILDRENS MEDICAL RESEARCH 800
    SUSAN G KOMEN FOR THE CURE
    PO BOX 96216
    WASHINGTON,DC20090     		NONE PC BREAST CANCER RESEARCH 2,000
    THE FRESH AIR FUND
    633 3RD AVE 14TH FLOOR
    NEW YORK,NY10017     		NONE PC UNDERPRIVILEDGED CHILDRENS WELLBEING 1,300
    THE LEUKEMIA AND LYMPHOMA FOUNDATION
    PO BOX 9031
    PITTSFIELD,MA01202     		NONE PC MEDICAL RESEARCH 1,000
    THOMAS SEARS
    44 PARK STREET APT 112
    BLOOMFIELD,NJ07003     		NONE I SCHOLARSHIP 3,000
    TRI COUNTY SCHOLARSHIP FUND
    4 CENTURY DRIVE
    PARSIPPANY,NJ07054     		NONE PC CHILDRENS EDUCATION FINANCIAL SUPPORT 750
    VISITING NURSE ASSOC NORTHERN JERSEY
    175 SOUTH STREET
    MORRISTOWN,NJ07960     		NONE PC HEALTHCARE FOR NEEDY 750
    THE ARTHRITIS FOUNDATION
    1355 PEACHTREE ST NE 6TH SUITE
    ATLANTA,GA30309     		NONE PC MEDICAL RESEARCH 800
    CAMP QUALITY NJ
    PO BOX 264
    ADELPHIA,NJ07710     		NONE PC NON-MEDICAL SUPPORT TO CHILDREN CANCER PATIENTS 500
    SADDLE UP THERAPEUTIC RIDING STABLES
    1549 OLD HILLSBORO ROAD
    FRANKLIN,TN37069     		NONE PC SPECIAL NEEDS CHILDREN THERAPY PROGRAM 300
    UNIVERSITY OF THE CUMBERLANDS
    6178 COLLEGE STATION DRIVE
    WILLIAMSBURG,KY40769     		NONE PC EDUCATION 300
    ANTHONY PATERNO
    54 SEDGEFIELD DRIVE
    MORRIS PLAINS,NJ07950     		NONE I SCHOLARSHIP 3,000
    COOPER SEISE
    42 LONGVIEW AVENUE
    LINCOLN PARK,NJ07035     		NONE I SCHOLARSHIP 3,000
    EMMA SMITH
    148 W OLIVE STREET
    LONG BEACH,NY115613314     		NONE I SCHOLARSHIP 3,000
    Total .................................bullet 3a 208,246
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 21,637  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -34,917  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 90,288 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    90,288
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    S RUBENSTEIN FAMILY FOUNDATIONINC
    EIN:
    22-3279029
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & ADMINISTRATIVE FEES 26,479 13,240 0 2,648

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    S RUBENSTEIN FAMILY FOUNDATIONINC
    EIN:
    22-3279029
    Statement:
    PRIVATE FOUNDATIONS THAT DO NOT SOLICIT DONATIONS FROM THE PUBLIC ARE NOT REQUIRED TO FILE ANNUAL RETURNS OR PROVIDE COPIES OF FORM 990PF TO THE NEW JERSEY ATTORNEY GENERAL.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    S RUBENSTEIN FAMILY FOUNDATIONINC
    EIN:
    22-3279029
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CAPITAL ONE FINL CORP 24,405 16,690
    BANK OF AMERICA CORP 25,285 19,480
    CAPITAL ONE FINL CORP 25,115 18,530
    BANK OF HAWAII DEP SHS 25,705 17,000
    JP MORGAN CHASE & CO NON CUML. 25,325 17,210
    JP MORGAN CHASE CO. DEP SHS 25,505 18,210
    PNC FINL SVCS GRP INC 25,475 25,450
    SIGNATURE BANK DEP 25,205 17,620
    VALLEY NATIONAL BANCORP 25,000 22,210
    VORNADO REALTY TRUST 22,503 16,480
    WELLS FARGO & CO DEP SHS 5,049 3,210
    YUM BRANDS INC 24,246 24,563
    STIFEL FINANCIAL CORP 25,100 24,399
    ALLY FINANCIAL 2,896 2,743
    STARWOOD PROPERTY TRUST 25,161 23,485
    B&G FOODS INC 23,943 22,719
    GENERAL ELECTRIC CAP CORP 15,832 15,075
    FORD MOTOR CREDIT 10,000 9,400
    BANK UNITED INC 25,153 22,462
    FIRST TRUST EXCHANGE TRADED FUND 39,477 33,010
    UNITED STATES STEEL CORP 24,674 20,831
    PIMCO 1-5 YRS US TIPS 14,992 13,739
    GOLDMAN SACHS GROUP INC 64,253 64,565
    BARCLAYS BANK PLC 100,000 99,323
    VALLEY NATIONAL BANK SUB NOTE 25,085 24,976

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    S RUBENSTEIN FAMILY FOUNDATIONINC
    EIN:
    22-3279029
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC 38,224 30,080
    ALTRIA GROUP INC 8,891 9,254
    ASTRAZENECA PLC 32,867 52,929
    B&G FOODS INC 10,619 7,781
    BANK OF AMERICA CORP 4,889 5,406
    BRISTOL MYERS SQUIBB 41,630 61,976
    CENTERPOINT ENERGY INC 25,343 28,610
    CISCO SYSTEMS INC. 14,720 13,629
    COCA COLA COMPANY 49,385 65,835
    FORD MOTOR CO 11,168 10,028
    GSK PLC 9,377 9,951
    HALEON PLC 7,847 6,120
    HOME DEPOT INC 14,617 14,807
    INTEL CORP 28,153 18,480
    INTL FLAVOR & FRAGRANCES 9,668 9,761
    IRON MOUNTAIN CIN 4,495 5,007
    KRAFT HEINZ CO 19,749 19,235
    MERCK & COMPANCY INC 16,349 40,480
    RITHM CAPITAL CORP 18,015 12,645
    NEWELL BRANDS INC 3,227 2,762
    OMEGA HEALTHCARE 10,885 11,123
    PPL CORP 29,513 26,490
    PFIZER INC 27,587 69,825
    PHYSICIANS REALTY TRUST 18,886 15,060
    PUBLIC SYSTEM ENTERPRISE GROUP INC 153,755 196,245
    SABRA HEALTHCARE REIT INC 48,558 27,320
    SERVICE PROPERTIES TR SBI 25,310 8,110
    STARWOOD PROPERTY TRUST 44,884 41,320
    STORE CAPITAL CORP 36,583 31,800
    UNILEVER PLC 24,484 22,755
    UTZ BRANDS 32,390 24,315
    VALLEY NATIONAL BANCORP 43,661 35,610
    VERIZON COMMUNICATIONS 56,848 59,792
    WENDYS CO 24,535 72,730
    WHITESTONE REIT 29,689 18,820
    SPDR PORTFOLIO S&P 500 5,871 5,855
    PLURI INC 8,865 700

    TY 2021 InvestmentsOtherSchedule2
    Name:
    S RUBENSTEIN FAMILY FOUNDATIONINC
    EIN:
    22-3279029
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SUBURBAN PROPANE PARTNERS LTD AT COST 16,729 16,350
    BLACKROCK TCP CAPITAL CORP AT COST 15,571 11,830
    COHEN & STEERS QUALITY INCOME REALTY FUND INC AT COST 21,866 24,720
    COHEN & STEERS INFRASTRUCTURE FUND INC AT COST 19,958 23,820
    DNP SELECT INCOME FUND, INC AT COST 30,862 31,950
    GABELLI UTILITY TRUST AT COST 17,339 20,430
    HERCULES CAPITAL INC AT COST 24,356 29,060
    NUVEEN CRESIT STRATEGIES INCOME FUND AT COST 18,040 10,080
    SLR INVESTMENT CORP AT COST 42,059 27,060
    VIRUS TOTAL RETURN FUND AT COST 18,264 12,880
    VIRUS DMD INT & PREM STRATEGY FUND AT COST 30,532 28,025
    FRANKLIN INCOME FUND CLASS A1 AT COST 172,749 168,209
    PIONEER STRATEGIC INCOME FUND CL A AT COST 146,290 113,524
    PGIM JENNISON GLOBAL EQUITY INCOME FUND CL A AT COST 67,574 53,891
    EATON VANCETAX- MANGED GLOBAL DIVERSIFIED EQUITY INC AT COST 12,748 7,800
    WESTERN ASSET DIVERSIFIED INCOME FUND COM SHS BEN INT WDI AT COST 75,000 46,575
    FIRST TRUST TARGET GLOBAL DVD LEADER AT COST 28,137 22,372
    FIRST TRUST MUNICIPAL INCOME SELECT C-E PORTFOLIO SER 119 C AT COST 79,998 52,554
    STIFEL SMART RATE PROGRAM AT COST 150,796 150,796
    ENTERPRISE PRODUCTS AT COST 5,151 5,050
    FRANKLIN INCOME FUND CLASS A AT COST 70,914 61,411
    JANUS HENDERSON GLOBAL EQUITY INCOME AT COST 10,165 8,947
    THORNBURG INVESTMENT BUILDER CL C AT COST 39,200 34,221
    BLACKROCK SCIENCE & TECHNOLOGY TR AT COST 25,605 21,882

    TY 2021 OtherExpensesSchedule
    Name:
    S RUBENSTEIN FAMILY FOUNDATIONINC
    EIN:
    22-3279029
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 99 99 0 0
    MISCELLANEOUS 431 0 0 0
    FEDERAL TAX 2,171 0 0 0